Executive Snapshot

Figure: Executive Snapshot: Industry Impact of the Semiconductor Shortage in Europe

New Market Developments and Dynamics

Figure: Semiconductor Spending by Region, 2020-2022 ($M)

How is the Semiconductor Shortage Affecting European Industries?

Figure: EMEA Semiconductor Market by Industry Segment

The Technology Industry: Where it all Began

Semiconductor Manufacturers

Infrastructure

Smartphones

PCs

Videogames/PC Games

Other Technologies: Legacy and Emerging Tech

Other Industries: The Spillover Effect

Figure: European Industries Semiconductor Shortage Impact Thermometer

Highly Impacted Industries: Manufacturing (Excluding Tech Manufacturers)

Automotive

Domestic Appliances

Medical Equipment

Energy Equipment

Engineering Equipment

Intermediately Impacted Industries

Retail/Wholesale

Healthcare

Transport

Utilities

Telecom

Modestly Impacted Industries

The European Reaction: The Need for Adaptation and Flexibility has Created Unexpected Effects and Potential Long-Term Market Trends

Investments in New Factories and the Verticalization of Foundries

Technological Review, Replacements, and Product Redesign to Ensure Production Streams

Prioritization of More Expensive Products and Technologies to Save Current or Future Revenue

Competitive Forces Moving up From Customers to the Supply Chain

Institutional Response from the European Union

ADVICE FOR THE TECHNOLOGY SUPPLIERS

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Synopsis